Merrill Advisor Development Program - Financial Advisor: Greater Atlanta Merrill Market

Support a career transition into a Financial Advisor role within Merrill, serving high-net-worth clients with goals-based planning and tailored investment recommendations.

Responsibilities

• Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned to client goals.
• Collaborate with and receive mentorship from Merrill Financial Advisor Teams to build experience and support portfolio growth.
• Develop a book of business to meet and exceed established performance hurdles.
• Source prospective clients, leverage referrals, assess customer needs, refer to internal specialists as appropriate, and execute customized solutions.
• Recommend investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences.
• Balance investment growth, referral activity, customer follow-up, prospect building, administrative compliance, and ongoing personal development through day-to-day and long-term planning.
• Organize and manage practice resources including time, people, and budget.
• Engage specialists when appropriate to identify planning and investment strategies for clients.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• Handle inbound lead inquiries related to Merrill offerings.
• Position the capabilities of Merrill and Bank of America.
• Collect client profile information and follow standard KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor by recommending suitable investment products and services and providing account servicing.
• Document client interactions and opportunities accurately in Salesforce.

Requirements

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66).
• Minimum of 1 year experience in the financial services industry and/or a sales environment with goals met or exceeded.
• Minimum of 1 year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Proven ability to engage and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication, with a demonstrated ability to build trust and credibility quickly.
• Proven ability to assess needs and recommend appropriate solutions or interventions.
• Proven ability to work collaboratively on a team and with key partners.
• Proven ability to listen and probe for clarity and understanding.
• Goal- and results-oriented; entrepreneurial mindset with client sourcing through prospecting and networking.
• Ability to work in an environment where compensation is largely tied to performance.
• Strong follow-through skills.
• Computer and technical literacy with proficiency in Microsoft Word, PowerPoint, Excel.

Technologies

• Salesforce
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Excel

Benefits

• Build a career at Bank of America through world-class training and onboarding programs.
• Training and one-on-one coaching through Bank of America’s Academy and local leadership.
• Grow business knowledge using a defined consultative approach to identify client needs and appropriate solutions.
• Provide end-to-end comprehensive advice, deliver client reviews and presentations, and recommend strategies to help achieve financial goals and life priorities.
• Collaborate with core banking and investment partners, connecting clients to solutions across Bank of America and Merrill.

Desired Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Ability to learn and adapt to new technology or applications.
• Capability to execute multiple tasks simultaneously.

Skills

• Business Acumen
• Business Development
• Oral Communications
• Prospecting
• Wealth Planning
• Analytical Thinking
• Client Experience Branding
• Client Investments Management
• Portfolio Analysis
• Risk Management
• Active Listening
• Client Solutions Advisory
• Emotional Intelligence
• Referral Management
• Trading

Shift and Schedule

• Shift: 1st shift (United States of America)
• Hours per week: 40

Location

• Onsite: Peachtree City, GA

SAFE Act Registration Requirements

• Position is subject to SAFE Act registration requirements.
• Must register and submit to the required SAFE Act background check and registration process.
• Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.